See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,901 | $109,817-36.3% | $98,442-29.0% | $167,490-58.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.29% | 1956.69%-1946.4pp | 1492.73%-1482.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,551 | $3,224-51.9% | $2,960-47.6% | $4,837-67.9% |
| Participant deferral / active EE | $5,233 | $4,673+12.0% | $4,276+22.4% | $6,341-17.5% |
| Admin fee / account holder | $1,281 | $6,753-81.0% | $5,949-78.5% | $12,309-89.6% |